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H
HectorG
Level 2
December 7, 2019
Solved

How do I remove the estimated payments portion of the client letter?

  • December 7, 2019
  • 2 replies
  • 13 views

The estimated payments portion of the client letters confuses my clients. Is there a box that can be checked to remove this portion?  I would rather not delete everything line by line.  There has to be an easier way.

This topic has been closed for replies.
Best answer by mojocpa

Try settings, client letter, you want to edit the standard letter.

2 replies

M
mojocpaAnswer
Level 6
December 7, 2019

Try settings, client letter, you want to edit the standard letter.

G
garman22Intuit Community Champion
Intuit Community Champion
December 7, 2019

Hector, I use PS but I would imagine in Lacerte it would be close to same. In the estimated tax worksheet, there should be a box stating "Do Not Calculate Estimates". That should remove from client letter. 

sjrcpa
sjrcpa
Level 15
December 7, 2019
It will also remove them from the return. Not sure if that is what @HectorG wants.
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